In The News

In The News

In The Media

1st Global news and announcements, media resources, the financial industry, the economy: if it’s in the news, you’ll find it here.

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AVP Ryan George to Speak at PR News Media Relations Conference

Nov 22, 2017

Ryan George, 1st Global assistant vice president of marketing and communications, will be a presenter at the Media Relations Next Practices Conference hosted by PR News on Dec. 6-7, 2017  (more)

AVP Holly Peritz Quoted on PLANADVISER Website

Nov 22, 2017

A recent story by Amanda Umpierrez on highlights 1st Global’s collaboration with Aspire Financial Services.  (more)

Tax Season by the Numbers

Nov 14, 2017

As we approach the holidays, CPAs and accountants become increasingly busy as they start preparing for the New Year and upcoming tax season. Every tax season comes with its own unique opportunities.  (more)

Payne Nickles & Co. Welcomes Billy Cunningham, CFP®, CLF®, ChFC®, CLU®, LUTCF

Oct 23, 2017

Payne Nickles & Co. is excited to announce the addition of Billy Cunningham, CFP®, CLF®, ChFC®, CLU®, LUTCF, as an advisor to the practice.  (more)

1st Global Welcomes AA CPA Tax Strategies

Oct 18, 2017

AA CPA Tax Strategies, a full-service accounting firm located in Austin, Texas, recently partnered with 1st Global, enabling the firm to add wealth management services to its current offerings.  (more)

1st Global Adds New Turnkey Investment Portfolio to Advisory Platform

Oct 18, 2017

Income strategy seeks to provide sustainable income in a low-rate environment  (more)

1st Global Welcomes Magnum CPA

Oct 11, 2017

Magnum CPA recently partnered with 1st Global, enabling the CPA firm to add the service of wealth management to its current offerings.   (more)

President David Knoch Mentioned in Investment News

Oct 9, 2017

Dale Brown’s recent article in the online edition of Investment News magazine mentions comments made by 1st Global President David Knoch before the House Financial Services subcommittee on Capital Markets, Securities and Investment in July.  (more)

Executive Vice President Jeff Magson’s Comments Featured in Recent MACPA Article

Oct 9, 2017

The recent article “Regulators step up scrutiny of financial advisers to the elderly” published on Maryland Association of CPAs (MACPA) blog includes insights from 1st Global Executive Vice President Jeff Magson.  (more)

1st Global Client Experience Officer Jeff Magson, CRPC® to Speak at Upcoming MACPA PFP Conference

Sep 26, 2017

1st Global Executive Vice President and Client Experience Officer Jeff Magson will be part of a powerful lineup of influential speakers within the CPA financial planning industry at the 32nd Annual Personal Financial Planning Conference on Oct. 24.  (more)

1st Global Adds Aspire for SIMPLE, SEP IRA and ERISA 403(b) Business

Sep 19, 2017

New Fee-Based Solutions Align with DOL Conflict of Interest Rule Standards  (more)

Thompson, Price, Scott, Adams & Co. Welcomes New Advisor Michael Larkin, CFP®

Aug 22, 2017

Thompson, Price, Scott, Adams & Co., a full-service accounting and financial services firm with several locations in the communities of southeastern North Carolina and one office in eastern Tennessee, is excited to announce the addition of Michael Larkin, CFP®, as an advisor to the practice.  (more)

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